Desjardins Global Asset Management’s Intuitive Surgical ISRG Stock Holding History

Desjardins Global Asset Management’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$582K	Sell	1,724 -1,293	-43%	-$385K	0.06%	222
2023 Q3	$882K	Sell	3,017 -755	-20%	-$236K	0.1%	188
2023 Q2	$1.29M	Buy	3,772 +1,220	+48%	+$369K	0.15%	153
2023 Q1	$652K	Buy	2,552 +1,450	+132%	+$357K	0.08%	205
2022 Q4	$292K	Buy	1,102 +17	+2%	+$4.14K	0.05%	302
2022 Q3	$203K	Buy	1,085 +29	+3%	+$6.23K	0.03%	341
2022 Q2	$211K	Sell	1,056 -40	-4%	-$9.38K	0.03%	343
2022 Q1	$330K	Sell	1,096 -66	-6%	-$19.3K	0.03%	310
2021 Q4	$417K	Buy	+1,162	New	+$400K	0.04%	297

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Desjardins Global Asset Management's ISRG Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Intuitive Surgical (ISRG) stake by 43% in Q4 2023, selling an estimated $385K and leaving 1,724 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #222.

Desjardins Global Asset Management first reported a position in ISRG in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.29M in Q2 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Desjardins Global Asset Management held 1,724 shares of Intuitive Surgical worth $582K as of Q4 2023.
Desjardins Global Asset Management sold 1,293 Intuitive Surgical shares in Q4 2023, an estimated $385K.
Intuitive Surgical made up 0.06% of Desjardins Global Asset Management's portfolio in Q4 2023, its #222 holding.
Desjardins Global Asset Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Intuitive Surgical position peaked at $1.29M in Q2 2023.
1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.